See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,015 | $95,862-4.0% | $79,550+15.7% | $134,475-31.6% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -21.52% | -2.69%-18.8pp | 0.16%-21.7pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,153 | $3,128-31.2% | $2,413-10.8% | $4,740-54.6% |
| Participant deferral / active EE | $4,619 | $4,693-1.6% | $3,985+15.9% | $6,400-27.8% |
| Admin fee / account holder | $2,661 | $9,126-70.8% | $6,832-61.1% | $11,426-76.7% |